Why Drift?

In a perfect world, TreeRing would be able to have business development reps (BDRs) or inside sales reps available 24/7, answering questions on their website.

But here’s the thing: Salespeople need to sleep. And most companies don’t have infinite resources, which means they can’t always hire new salespeople to fill in the gaps.

That’s the exact situation Leo was facing when he turned to Drift. As he explained:

While I’d love to have sales dev or inside sales reps “man” live chat, it’s not feasible for us. We’re a yearbook company, and more than half our traffic comes from current customers (yearbook advisors working on their books and parents and students who are looking to buy their books). While we’d love to talk with them all the time, too, Sales needs to focus on talking to prospects.

Director of Marketing, TreeRing

With Drift, Leo has been able to automate the lead qualification process, which means his sales team can focus 100% on what they do best: Closing.

As Leo explained, “The LeadBot and Playbooks make it easy to qualify visitors and only route prospects to Sales.”

Putting the Sales Funnel on Autopilot

Drift acts like an intelligent sales assistant for your website, funneling the best leads to your sales team.

Our LeadBot — an A.I.-powered chatbot — can ask the same questions your sales reps would ask, which means you can finally scale and automate the lead qualification process.

And don’t worry: With Playbooks, adding A.I. into your sales funnel is a breeze.

Playbooks are pre-packaged campaigns designed to hit your specific goals. At TreeRing, Leo was laser-focused on generating meetings for his sales team. So he turned on the “Get More Sales Meetings” Playbook inside of Drift.

We’ve exclusively used the LeadBot, and made very minor changes to the “Get More Sales Meetings” Playbook, to generate meetings. It’s essentially on auto-pilot and delivers an extra boost in opportunities each month.

Results Recap

With Drift, Leo has been able to build a fastlane for his best leads — without having to make sales reps work 24/7.

Instead, with just a few clicks, he can set up a chatbot that books sales meetings automatically, without reps having to lift a finger.